Skip to content
Disclosery

RFG - Bristol Wealth Advisors, LLC: IGM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFG - Bristol Wealth Advisors, LLC on IGM, newest first. How the timeline and the estimate are built.

RFG - Bristol Wealth Advisors, LLC held 9,725 IGM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,725 shares
    Change vs previous 13F +782 shares

    0.39% of the 13F portfolio, value $1,643,893.

    13F-HR 0001085146-26-000866 filed by RFG - Bristol Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,943 shares
    Change vs previous 13F +2 shares

    0.35% of the 13F portfolio, value $1,462,814.

    13F-HR 0002055104-26-000003 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 8,941 shares
    Change vs previous 13F -2,826 shares

    0.29% of the 13F portfolio, value $1,059,579.

    13F-HR 0002055104-26-000002 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 11,767 shares
    Change vs previous 13F -1,442 shares

    0.42% of the 13F portfolio, value $1,519,851.

    13F-HR 0002055104-26-000001 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 13,209 shares
    Change vs previous 13F -1,401 shares

    0.48% of the 13F portfolio, value $1,663,735.

    13F-HR 0002055104-25-000004 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 14,610 shares
    Change vs previous 13F -3,421 shares

    0.51% of the 13F portfolio, value $1,641,313.

    13F-HR 0001085146-25-004554 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 18,031 shares
    Change vs previous 13F -133,101 shares

    0.55% of the 13F portfolio, value $1,634,831.

    13F-HR 0001085146-25-002759 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 151,132 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $15,429,022.

    13F-HR 0001085146-25-001089 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).